FMR (Fidelity Investments):
A Leading Mutual Funds Company, Discount Brokerage Firm, Retirement Plan Provider, Custodian, & Clearing Broker

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Date Published: December 1, 2021
Summary PowerPoint Deck: 44 Slides
Reference PowerPoint Deck: 1,006 Slides

FMR was founded as the Fidelity Fund in 1930 and is based in Boston, MA. The firm operates in 27 countries, has 13 offices, 52,000 employees, 40.0 million clients, $11.1 trillion assets under management & administration, 3.5 million daily average trades, $21.0 billion revenues, & $7.2 billion operating income. FMR is led by its CEO Abby Johnson. Its web sites include,,,,, &

This research addresses the key historical phases of FMR, including:
  • Fidelity Fund Phase
  • Fidelity Management & Research Phase
  • Rapid Growth & Executive Restructuring Phase
  • Abby Johnson Phase
Its profile includes the key statistics of the company, including its number of countries, offices, employees, clients, assets under management & administration, daily average trades, revenues, & operating income.

Its profile includes detailed outlines of its core businesses, including:
  • Fidelity Investments
    • Fidelity Personal & Workplace Investing
    • Fidelity Institutional Products Group
    • Fidelity Asset Management & Corporate Services
  • Fidelity Worldwide Investment (FIL Limited)
  • Devonshire Investments

And its profile concludes with the highlights of its organizational structure & ownership.

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